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Schwab Fundamental International Small Company Index ETF

295 hedge funds and large institutions have $1.76B invested in Schwab Fundamental International Small Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 95 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

5% more funds holding

Funds holding: 280295 (+15)

0% less capital invested

Capital invested by funds: $1.77B → $1.76B (-$1.77M)

1.82% less ownership

Funds ownership: 58.59%56.77% (-1.8%)

27% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 95

Holders
295
Holders Change
+15
Holders Change %
+5.36%
% of All Funds
3.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
69
Reduced
95
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
126
Lodestar Private Asset Management
California
$385K -$1.19K -25 -0.3%
MCM
127
MAI Capital Management
Ohio
$384K +$284 +6 +0.1%
KP
128
Keel Point
Alabama
$373K -$50.6K -1,068 -12%
PWIA
129
Porter White Investment Advisors
Alabama
$370K +$379K +7,985 New
CCA
130
Clarity Capital Advisors
Florida
$369K
IWC
131
Integrated Wealth Concepts
Massachusetts
$366K +$2.09K +44 +0.6%
LAM
132
Lakewood Asset Management
Illinois
$363K
Members Trust
133
Members Trust
Florida
$355K +$363K +7,651 New
MFC
134
Morris Financial Concepts
South Carolina
$354K -$284 -6 -0.1%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$352K -$9.72K -205 -3%
EWM
136
Empirical Wealth Management
Washington
$343K -$569 -12 -0.2%
MWM
137
Madrid Wealth Management
New Mexico
$334K
DKCM
138
Davidson Kahn Capital Management
California
$334K -$349K -7,364 -51%
HWA
139
HHM Wealth Advisors
Tennessee
$332K
AFG
140
Atomi Financial Group
New York
$329K +$52.3K +1,104 +18%
Lido Advisors
141
Lido Advisors
California
$329K +$142 +3 +0%
LIA
142
LBMC Investment Advisors
Tennessee
$327K
WPC
143
Wedmont Private Capital
Pennsylvania
$323K
PFA
144
Pure Financial Advisors
California
$315K +$322K +6,799 New
IC
145
IEQ Capital
California
$310K +$317K +6,686 New
KA
146
Klingman & Associates
New York
$310K
Stifel Financial
147
Stifel Financial
Missouri
$300K +$307K +6,477 New
PCMC
148
Paragon Capital Management (Colorado)
Colorado
$298K
DWM
149
Diversify Wealth Management
Utah
$297K +$290K +6,126 New
DWM
150
Dopkins Wealth Management
New York
$287K -$52.3K -1,103 -15%